Since 2007, David has helped hundreds of Kansas City families establish sophisticated yet easy-to-understand solutions for protecting and preserving wealth while minimizing tax exposure.
David focuses on retirement planning and asset preservation and has built a reputation among clients as a problem solver who provides exceptional customer service. He has over 25 years invested in providing advice to local families.
David holds both master’s and bachelor’s degrees as well as life, accident and health insurance licenses in Kansas. He passed the Series 65 securities exam to become an Investment Advisor Representative. David has been recognized five times by KC Business magazine as a “FIVE STAR Wealth Manager: Best in Client Satisfaction?.” This distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company. A maximum of 7 percent of financial professionals in any market area receive this prestigious award.
David and his lovely wife, Ashley, live in Overland Park. David is a loyal Chiefs, Royals and Big 12 fan. He likes to travel and to enjoy various sports and games with his family.